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Next Financial Group’s SLR Investment Corp SLRC Stock Holding History

Next Financial Group’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3K Buy
206
+26
+14% +$498 ﹤0.01% 2560
2021
Q3 		$3K Buy
180
+4
+2% +$76 ﹤0.01% 2407
2021
Q2 		$3K Sell
176
-171
-49% -$3.21K ﹤0.01% 2345
2021
Q1 		$6K Buy
347
+4
+1% +$73 ﹤0.01% 2051
2020
Q4 		$6K Buy
343
+4
+1% +$68 ﹤0.01% 1943
2020
Q3 		$5K Buy
+339
New +$5.56K ﹤0.01% 1863
2017
Q1 		– Sell
-400
Closed -$8K – 2234
2016
Q4 		$8K Hold
400
– – ﹤0.01% 1764
2016
Q3 		$8K Buy
+400
New +$8.04K ﹤0.01% 1770
2014
Q4 		– Sell
-400
Closed -$7K – 2310
2014
Q3 		$7K Buy
+400
New +$8.05K ﹤0.01% 1943

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Next Financial Group's SLRC Position: Q4 2021 in Review

Next Financial Group increased its SLR Investment Corp (SLRC) stake by 14% in Q4 2021, buying an estimated $498 and bringing the position to 206 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Next Financial Group first reported a position in SLRC in Q3 2014 and has held it in 9 quarters since. The position peaked at $8K in Q4 2016. 108 funds tracked by Wall St. Rank hold SLRC as of Q4 2021.

  • Next Financial Group held 206 shares of SLR Investment Corp worth $3K as of Q4 2021.
  • Next Financial Group bought 26 SLR Investment Corp shares in Q4 2021, an estimated $498.
  • SLR Investment Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2560 holding.
  • Next Financial Group first reported a position in SLR Investment Corp in Q3 2014 and has held it in 9 quarters since.
  • Next Financial Group's SLR Investment Corp position peaked at $8K in Q4 2016.
  • 108 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.